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Enabling behavioral tracking and data protection

Modified on: Wed, 16 May, 2018 at 5:22 PM

Although this option is not required specifically by the GDPR, the activation of the Behavioral tracking and data protection feature adds multiple parameters and options in the application so that you can define how to block tracking for contacts who wish to, how to not display data of untracked contacts, send contact a file containing all their data, view the history of their tracking consents, and much more. It's up to you to enable it or not, based on your needs.

Here are the main impacts of this feature:

Contacts will be able to unsubscribe from behavioral tracking in your communications (opens, clicks, etc.).

Results on messages sent will be complete, but won't be associated to contacts that have unsubscribed from behavioral tracking. Therefore, no sending history will be registered in the contact card of these untracked contacts, and no group segmentation will be possible on these history records (for example, on contacts who have received the email X).

How To

Enable the feature

If you do not see this option in your account, call Support to have it enabled.

In this page, click Activate.

List of all related parameters and options

Once this feature is enabled, various parameters and options are added in the application to let you define how to proceed to protect the confidentiality of your contacts' data. Some of these options are only available upon activation of the feature, as others are always available.

Available only upon activation of the Behavioral tracking and data protection feature

Available event without the activation of the Behavioral tracking and data protection feature

CONTACT CARD - Behavioral tracking consent status and history

In order to keep a proof that your contacts have accepted, or not, to have their actions tracked in your communications, we have added a new field to indicate the contact's consent status, as well as a new section to hold a history of the contact's tracking acceptances and rejections.

Consent statusThe status of the contact's consent to be tracked (accepted or refused) is displayed in the contact's profile, under theProfilesection.

Consent historyThe history of the behavioral tracking acceptances and rejections are all displayed in the newBehavioral tracking consent historysection, under theConsentstab of the contact card.

EVERYWHERE - Fields for behavioral tracking consent status and date

Upon activation of the behavioral tracking feature, 2 fields are made available in the application:

hasTrackingConsent - Tracking consent: True/False field

dtTrackingConsent - Tracking consent date

These fields can be used in various tasks:

contact imports/exports (manual and auto, including DI log exports)

opt-in and profile update forms

custom workflows

Web services

Here is an example of the availability of these fields to export Dialog Insight logs:

WORKFLOW - Behavioral tracking opt-out form and links in others forms

Behavioral tracking opt-out formThis form is similar to the one used for unsubscribing from your communications, but for behavioral tracking. Once the behavioral tracking opt-out form is enabled, you can insert a link to this form in your message using the Link library.Configuration of this form is done by accessing Workflows > Other forms > Behavioral tracking opt-out.

Additional option in opt-out formThe opt-out form that you already display to contacts who wish to unsubscribe from a communication can now also display a link to opt-out from behavioral tracking. To display this link in your form, just check the optionOffer the option to opt-out from behavioral tracking. So when a contact decides to unsubscribe from a communication, the opt-out form will show, at the bottom, a short explanation of your use of cookies, and a link to not be tracked.The configuration of this form is done from Workflows > Other forms > Opt-out.

Additional option in profile update and opt-in formsBoth the profile update form and the opt-in form have been updated to include a new field to hold theTracking consent, which is by default presented as a checkbox. Configuration of these forms is done from Workflows > Opt-in and update.

MESSAGES - Behavioral tracking opt-out link in Link library

Once you have enabled theBehavioral tracking and data protectionfeature in a project, and have created the related opt-out form, you can add a link to this form in your messages using theLink library.

SENDING RESULTS - Untracked contact details not shown in results

In order to preserve the data confidentiality of contacts who have refused to be tracked, we have updated how we display statistics and contact data. So when the Behavioral tracking and data protection feature is enabled in a project, contacts who have refused tracking will not be shown in the list of contacts related to a result; they will however be accounted for in the total number of contacts indicated in the graphic legend, and identified asUntracked contacts. This is applicable to email, SMS and mobile notification results.

INJECTION RULES - Option to apply only to tracked contacts

When the Behavioral tracking and data protection feature is enabled in a project, a new option is added to the configuration parameters of an injection rule that allows you to prevent the rule from being applied to contacts who do not wish to be tracked. You should know that injection rules that not associated topersonal data collectiondon't need to be restricted to tracked contacts. Make sure to enable this option for each rule you want to apply it to.

CONTACT CARD - Exporting contact data

AnExportbutton is added to the contact card to allow you to export all the contact's data in a downloadable file. The file that is generated, in RAR compressed format, can be downloaded and sent to any contact who asks for it.

JOURNEY - Personal data protection option

Upon activation of this feature, an option is added to the configuration of a site in Journey

in order to prevent the first visited page from being tracked, therefore giving visitors the time to read your cookie information banner and decide on whether to accept or refuse them. The display and creation of this banner is your entire responsibility.Following are a few resources that can help you manage this banner:

The activation of the data protection feature is done from Journey > Configuration > choose a site > Edit.

When this option is not enabled, all visited pages are tracked, starting with the first visited page.

When this option is enabled, behavioral tracking only occurs after the first visited page. When the visitor continues its visit, the Journey module will track visited pages and use cookies. If you offer some cookie management options on your site, you can explicitly tell our Journey module not to track cookies for a visitor using a Javascript function, available in the tooltip shown when configuring your site on Dialog Insight.

LANDING PAGES - Cookie warning banner

In order to comply with the GDPR, you must inform your website visitors on how you use cookies, and offer them the option to accept or refuse cookies, and therefore visit tracking. Dialog Insight offers a banner template that you can customize to your needs. You can change texts, buttons, links, and colors. Once enabled, this banner will show on all Dialog Insight landing pages.

To enable and configure the cookie banner, go to Landing pages > Configuration > Behavioral tracking consent (cookies).It is also recommended to plan on display a similar banner on all your websites.